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Cresset Asset Management’s UFP Industries UFPI Stock Holding History

Cresset Asset Management’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$604K Buy
6,557
+34
+0.5% +$3.44K ﹤0.01% 981
2025
Q4 		$594K Sell
6,523
-35
-0.5% -$3.2K ﹤0.01% 1001
2025
Q3 		$613K Sell
6,558
-300
-4% -$30.3K ﹤0.01% 938
2025
Q2 		$681K Sell
6,858
-11,975
-64% -$1.21M ﹤0.01% 805
2025
Q1 		$2.02M Sell
18,833
-1,017
-5% -$113K 0.01% 542
2024
Q4 		$2.24M Sell
19,850
-3,869
-16% -$499K 0.01% 522
2024
Q3 		$3.11M Buy
23,719
+1,335
+6% +$161K 0.01% 608
2024
Q2 		$2.51M Buy
22,384
+739
+3% +$85.9K 0.01% 629
2024
Q1 		$2.66M Buy
21,645
+2,365
+12% +$275K 0.01% 518
2023
Q4 		$2.42M Buy
19,280
+1,513
+9% +$163K 0.01% 505
2023
Q3 		$1.82M Buy
17,767
+2,390
+16% +$241K 0.01% 594
2023
Q2 		$1.49M Buy
+15,377
New +$1.28M 0.01% 757
2021
Q4 		– Sell
-4,511
Closed -$307K – 1300
2021
Q3 		$307K Buy
4,511
+785
+21% +$57K ﹤0.01% 837
2021
Q2 		$277K Buy
+3,726
New +$294K ﹤0.01% 814
2019
Q2 		– Sell
-138
Closed -$4K – 1638
2019
Q1 		$4K Hold
138
– – ﹤0.01% 1449
2018
Q4 		$4K Buy
+138
New +$3.97K ﹤0.01% 1126

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return